Workspace Views & Other FAQs

What is found in My Binders?

Under the My Binders link on the Plan Management tab, a user will find a listing of all the Binders that have been submitted to a given state. Each column displayed is sortable.

What is found in Plan Management General Instructions?

Plan Management General Instructions provides a listing of all the states utilizing Plan Management. By clicking on a specific state, a user will be directed to the respective General Instructions page. State users should utilize Plan Management General Instructions to communicate state specific submission instructions and requirements to the industry.

What has changed in the EFT Report?

The link to generate the EFT report is found on the Filings and Plan Management tab. The EFT report will now include all EFT Plan Management transactions.

Note: The summary report does not indicate the type of SERFF transaction.

What has changed in Simple Search?

In addition to SERFF, State, and Company Tracking Number, Simple Search allows the user to search by the following:

Binder Tracking Number

State Binder Tracking Number

Company Binder Tracking Number

To initiate Search using one of the new features, enter the tracking number, click 'Search' and select the appropriate search selection from the displayed drop-down menu. Pressing 'Enter' will cause the search feature to default to the SERFF Tracking Number.

Note: At this time, Advanced Search functionality for Binders is not available.

What has changed in Message Settings?

Activity messages related to Binders have been added to Message Settings. Users may indicate any type of SERFF messages they wish to receive.

For more information regarding Workspace Views and Search, please click here to view the SERFF User Manual.